Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
American Epress To Spin Off Advisor Unit
By Staff WriterAmerican Express Company says it plans to spin off its financial advisors business.[@@]The company's board of directors authorized the spinoff of Ameriprise Financial Inc. ...
August 18, 2005
NFP Shareholders Price Stock SaleNational Financial Partners Corp. says holders of restricted shares of its common stock will be selling 6.4 million shares to the public at a ...
August 16, 2005
BISYS Replaces CFOBISYS Group Inc., a support services firm that has been struggling to get its own financial reporting in order, has hired a new chief ...
August 15, 2005
The Exodus ContinuesCompanies are leaving the financial supermarket concept behindBy Jack BoboWhen the late Walter Wriston was CEO of Citibank, he was a champion of the concept ...
August 10, 2005
Marketing Network Adds Miami FirmPremier Partners L.L.C. has become a provisional member of M Financial Group, Portland, Ore.[@@]Premier advises wealthy clients in Brazil, Mexico and the Dominican Republic. ...
August 09, 2005
Lawyers Ally With LTC BrokerageThe National Network of Estate Planning Attorneys has agreed to recommend insurance brokers at LTC Financial Partners L.L.C. to its member lawyers.[@@]NNEPA, a unit ...
August 01, 2005
Who're You Calling Radical?Bob Clark seems to be about 10 to 15 years behind the times when it comes to understanding NAPFA, the nation's leading association of Fee-Only...
August 01, 2005
Why NAPFA MattersAs a rule, I don't respond in print to responses to my columns. I had my say, and anyone who takes exception to that (I...